TDC
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Thompson Davis & Co’s J.M. Smucker SJM Stock Holding History

Thompson Davis & Co’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-15
Closed -$2K – 1026
2017
Q3 		$2K Buy
+15
New +$1.71K ﹤0.01% 1019
2017
Q2 		– Sell
-112
Closed -$15K – 1162
2017
Q1 		$15K Sell
112
-49
-30% -$6.66K 0.02% 589
2016
Q4 		$21K Hold
161
– – 0.03% 485
2016
Q3 		$22K Sell
161
-1,166
-88% -$171K 0.04% 442
2016
Q2 		$202K Buy
+1,327
New +$177K 0.32% 85

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return